3,411 hedge funds and large institutions have $216B invested in Merck in 2023 Q4 according to their latest regulatory filings, with 373 funds opening new positions, 1,236 increasing their positions, 1,481 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,411
Holders Change
+216
Holders Change %
+6.76%
% of All Funds
50%
Holding in Top 10
175
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-5.41%
% of All Funds
2.57%
New
373
Increased
1,236
Reduced
1,481
Closed
107
Calls
$1.92B
Puts
$1.75B
Net Calls
+$175M
Net Calls Change
-$230M
Name Holding Trade Value Shares
Change
Shares
Change %
AMBIA
1426
Allen Mooney & Barnes Investment Advisors
Georgia
$2.58M +$12.4K +114 +0.5%
SCI
1427
Stableford Capital II
Arizona
$2.58M -$54K -456 -2%
BWAM
1428
Boyd Watterson Asset Management
Ohio
$2.58M +$114K +1,045 +5%
ACP
1429
Aviance Capital Partners
Florida
$2.58M -$212K -1,944 -8%
DWMS
1430
Dominguez Wealth Management Solutions
Virginia
$2.58M -$96K -881 -4%
MAM
1431
Mirabaud Asset Management
United Kingdom
$2.57M +$2.57M +23,618 New
FTWA
1432
Fifth Third Wealth Advisors
Ohio
$2.57M -$5.12K -47 -0.2%
SIA
1433
SeaBridge Investment Advisors
New Jersey
$2.56M -$17.1K -157 -0.7%
CIA
1434
Compass Ion Advisors
Pennsylvania
$2.56M +$185K +1,696 +8%
SP
1435
SWS Partners
Ohio
$2.54M +$101K +929 +4%
SFP
1436
Sweet Financial Partners
Minnesota
$2.54M +$309K +2,837 +14%
9WM
1437
9258 Wealth Management
Ohio
$2.54M -$30.1K -276 -1%
PA
1438
PFG Advisors
Arizona
$2.53M -$6.32K -58 -0.2%
PFSC
1439
Peoples Financial Services Corp
Pennsylvania
$2.53M
AO
1440
Advisor OS
Illinois
$2.52M +$77K +706 +3%
SGCA
1441
Steel Grove Capital Advisors
Tennessee
$2.52M -$107K -978 -4%
HW
1442
Hamilton Wealth
California
$2.52M +$59.7K +548 +2%
WP
1443
WealthShield Partners
North Carolina
$2.52M +$218K +1,987 +9%
GCM
1444
Glynn Capital Management
California
$2.51M
LC
1445
Lindbrook Capital
California
$2.51M -$134K -1,228 -5%
MYIA
1446
Mount Yale Investment Advisors
Colorado
$2.51M +$24K +220 +1%
SCA
1447
Sippican Capital Advisors
Massachusetts
$2.5M +$189K +1,732 +8%
PI
1448
PFG Investments
New York
$2.5M +$860K +7,890 +52%
MMPW
1449
Mitchell McLeod Pugh & Williams
Alabama
$2.5M -$24.2K -222 -1%
GFA
1450
Gifford Fong Associates
California
$2.5M